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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: JOE who wrote (3507)	12/24/1999 9:43:00 PM
From: Rupert	Read Replies (1) \| Respond to of 4337

There's nothing wrong with Steve charging $99 for his pick list if people are willing to pay it...and it sounds like a lot are...this is America and this is the new Goldrush after all...but IMO it may lose him some credibility and respect because SI carries his articles in the 'Market Insight' as editorial not infomercial...and particularly because it may well be less experienced investors who are willing to fork out this cash because they feel there's some advantage to getting their paws on the list before everyone else. Plus there's plenty of free 'best investment' articles at the financial websites at this time of year, for example; pathfinder.com And here's my own unsolicited amateur list of picks for 2000 (not intended to be a well-rounded portfolio or anything): EXDS - gorilla web hoster still with room to run. Market cap not insane yet considering revenue predictions. Plus if it is ever take-over time there will be a mile long waiting to buy this booming business. CSCO - probably the hottest company in the world. Takes over where MSFT leaves off. QWST - Wall Street didn't like the USW take-over. I do. USW's customers to become guinea pigs for innovative high speed services that will make the current Internet look like a joke. Overlooked ASP business too (Qwest Cyber.Solutions) with innovative tech partnerships with software companies to pump valuable corporate data through the Internet. QWST's Nacchio is supposed to be ringing the opening bell for the first NYSE session of 2000 (cos they are moving there from Nasdaq). GBLX - Nearly all the exciting AT&T execs have now joined up with Gary Winnick to wire up the Planet and pump data between the world's business centers. Anyone who gets in the way gets acquired. Resistance is futile. USIX - a leader in evolving ASP business that I feel will start to get hot in 2000. Will they be a gorilla? KEYN - overlooked IPO that already owns the Internet performace measurement sector. They are working with everyone. The J.D. Power of the Net? They are putting computers around the world that automatically test their customers' websites for performance and reliability. WFII - overlooked IPO in hot wireless sector. A leading global designer and builder of physical infrastructure for wireless networks with a new outsourced wireless network management business that may take off. Chart isn't so hot. Will it ever get spill over from the wireless frenzy? GRIC - overlooked IPO still in quiet period. A short term speculation on a high quality company for the high risk part of your portfolio. CEO is maybe the first person from mainland China to move here, start a company and take it public. JAGTX - new Janus Global Technology fund. Saves time if you want to own all the best tech in town. Since it started the chart is practically a vertical straight line. MNNAX - Munder NetNet fund. Paul Cook and The Lads buy a lot of Net stocks I wouldn't usually think of getting plus the blue chips. Shame about the load tho' but I think there's a no-load option if you are willing to buy'n'hold for 6+ years. Disclosure: I have positions in all above stocks and if everyone buys them I am guaranteed to get substantially richer. Please don't buy KEYN yet because I don't have a full position in it. I'll tell you when. :) Happy holidays.

To: JOE who wrote (3507)	12/25/1999 11:46:00 PM
From: steve harmon - analyst	Read Replies (6) \| Respond to of 4337

ibm, ge and at&t do have a lot of depth in potential b2b, especially as edi migrates to the web...and also eds as a company may do well...commerce one (cmrc) and ariba (arba) may find enough defensible niches to stay in the game but the takeout premium for any of them seems already built into their stocks ibm is probably the biggest threat to all of them since it has relationships with many fortune 500 corporations, in the network already